Peter Levine, CFP®, ChFC®, CLU®
Ameriprise Financial Services, Inc.

Tel: (212) 967-1428
481 8th Avenue
Suite 507
New York, NY 10001
Ameriprise Financial Services, Inc. | Financial Advisor in New York ,NY

About Ameriprise Financial Services, Inc.

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through a personal relationship based on personalized, knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Ameriprise Financial can not guarantee future financial results

19 Years of Experience


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General Information

Firm Start Year:   1999
Insurance License#:   CA 0I67467
Name of Broker/Dealer:   Ameriprise Financial Services, Inc.
States Licensed in:   CA, CT, DE, FL, IN, NJ, NY, PA, VA
Number of Years with Current Firm:   19
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services

Investment Types:   Stocks , Insurance , Bonds , Mutual Funds , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Options & Futures , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions , Based on Assets , Flat Fee


Education

Bachelor of Science  Purdue University
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Peter Levine, CFP®, ChFC®, CLU®

Peter Levine, CFP®, ChFC®, CLU®

Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner

My Services


Financial Advice & Consulting

People come to me with complex financial issues and I create simple financial strategies to handle them with ease.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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